WIM
DXYZ

WealthPlan Investment Management’s Destiny Tech100 DXYZ Stock Holding History

WealthPlan Investment Management’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$313K Buy
8,210
+18
+0.2% +$686 0.02% 285
2025
Q1 		$290K Hold
8,192
– – 0.03% 226
2024
Q4 		$482K Buy
+8,192
New +$482K 0.05% 175